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Cumberland Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cumberland Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-216,100
Closed -$29.3M – 39
2013
Q4 		$29.3M Buy
216,100
+14,030
+7% +$1.82M 16.33% 1
2013
Q3 		$25.4M Buy
202,070
+148,680
+278% +$17.9M 15.06% 1
2013
Q2 		$5.95M Buy
+53,390
New +$5.83M 3.25% 11

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

Cumberland Advisors's IWO Position: Q1 2014 in Review

Cumberland Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2014, closing a stake of 216,100 shares — an estimated $29.3M sold.

Cumberland Advisors first reported a position in IWO in Q2 2013 and held it in 3 quarters. The position peaked at $29.3M in Q4 2013. 365 funds tracked by Wall St. Rank hold IWO as of Q1 2014.

  • Cumberland Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Cumberland Advisors sold 216,100 iShares Russell 2000 Growth ETF shares in Q1 2014, an estimated $29.3M.
  • Cumberland Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 3 quarters.
  • Cumberland Advisors's iShares Russell 2000 Growth ETF position peaked at $29.3M in Q4 2013.
  • 365 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2014.

Based on Cumberland Advisors's 13F filing for Q1 2014, filed 21 Apr 2014.